+1,745.9%
SMCI vs AMC
-99.0%
+1,844.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -3.9% | +0.6% | -3.2% |
| 7D | +5.2% | -6.8% | +12.0% | +5.4% |
| 30D | +23.7% | +1.7% | +22.1% | +23.7% |
| 3M | -4.2% | +26.8% | -31.0% | -5.3% |
| 6M | +21.7% | +117.7% | -96.0% | +18.3% |
| YTD | +33.0% | +57.7% | -24.7% | +30.4% |
| 1Y | -9.3% | -12.5% | +3.2% | -9.8% |
| 3Y | +38.7% | -65.7% | +104.4% | +38.9% |
| 5Y | +967.2% | -99.5% | +1,066.7% | +1,022.4% |
| 10Y | +1,745.9% | -99.0% | +1,844.9% | +1,866.8% |
| All | +1,745.9% | -99.0% | +1,844.9% | +1,866.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded AMC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling